Buena Park Trust Administration Lawyer

Buena Park Trust Administration Lawyer
Buena Park Trust Administration Lawyer

Acting As Trustee: Understanding The Trust Administration Process in Buena Park, CA

Being named as trustee in a trust document bestows you with a unique opportunity: the ability to carry out your loved one’s wishes. However, this task is not without legal responsibilities and fiduciary duties. Additionally, while most trusts are privately administered, some trusts may be Court-supervised. Our Buena Park Trust Administration lawyers are skilled at representing trustees of trusts under both circumstances.

Whether you were named to serve as the trustee of a loved one’s trust, or your spouse has recently passed and you need to fund your sub-trusts, contact our offices today to ensure you are meeting your legal responsibilities and properly carrying out the terms of the trust.

Trustee Guidance Through The Trust Administration Process

At Sakamoto & Ruelas, APC, we have helped numerous Buena Park, CA trustees successfully fulfill their roles. We can help you with every aspect of this complex and demanding role including:

  • Providing notices required by law
  • Title transfers
  • Petitioning the Court to transfer assets to the trust
  • Property sale and restrictions
  • Sub-trust funding
  • Your fiduciary duties and compensation
  • Accounting (both to beneficiaries and the Court)
  • Guidance on proper disbursements
  • Communicating with beneficiaries
  • Timely and accurate disbursement of assets

Administering a trust does not have to be overwhelming. Our goal is to assist you with streamlining the process and getting the assets distributed to the trust beneficiaries as expeditiously as possible, so that you can return to your normal life. No matter where you are in the trust administration process, we can help.

buena park trust administration lawyers

Trustees Have Legal Obligations

As a trustee, the law confers upon you certain legal obligations. It is critical that you have proper legal counsel during all phases of serving as Trustee so that you receive proper guidance regarding these requirements, some of which include:

  • Fiduciary duties
  • Prohibitions from co-mingling estate assets with your own assets
  • Keeping detailed records
  • Your duty to communicate with the beneficiaries
  • Properly managing and investing trust assets
  • Accounting to beneficiaries
  • Distributing the assets in a timely manner

Legal Representation For Trust Beneficiaries

Were you named as the beneficiary of a trust? Do you have questions about what you are entitled to? Do you want to ensure your rights as a beneficiary are protected? Are you concerned whether the trustee is properly handing the administration of a trust for which you are a beneficiary? We can help! Call Sakamoto & Ruelas, APC, today to schedule a free initial consultation with our trust administration attorneys in order to discuss your rights as a beneficiary and what you can do to ensure the trust administration is properly carried out

Let us help you create the most important plan. Call our Orange County office today and set up a
free initial consultation.
You can reach us at 714 994-4900 to speak with a qualified Buena Park trust administration attorney.

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Sakamoto & Ruelas, APC

Secure Your Home, Family And Future. Plan Today.

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Call Our Office At (714) 994-4900

Cerritos Office
Main Office
18115 Valley View Avenue
Suite 201
Cerritos, CA 90703
Phone: (714) 994-4900

Mission Viejo Office
27281 Las Ramblas
Suite 200
Mission Viejo, CA 92691
Phone: (714) 994-4900